Global access. Strategic solutions.

Private Wealth Management

First class flight

Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Chris Pendrak, CFA®

First Vice President–Wealth Management

A co-founder of Coastal Partners, Chris began his wealth management career in 2003 and has worked with the other founding members since 2009.  Prior to joining UBS Private Wealth Management, Chris was a senior portfolio manager with the Private Banking and Investment Group at Merrill Lynch.

As Coastal Partners lead investment professional, Chris is primarily responsible for developing the team's investment management strategies and macro-level decisions.  He interacts closely with the firm's Institutional Consulting Group and the UBS Open Architecture Trust platform to provide fiduciary solutions for institutions and individuals. Passionate about giving back to the community, Chris leverages his connections within UBS and outside the firm to help guide clients in their philanthropic endeavors through private foundations, donor advised funds, and direct giving. 

Chris holds the Chartered Financial Analyst® (CFA), Certified Investment Management Analyst® (CIMA), Chartered Alternative Investment Analyst® (CAIA), and Chartered Advisor in Philanthropy® (CAP) designations. He graduated from the University of Central Florida with bachelor’s degrees in economics and finance, and earned his master’s degree in economics from Florida Atlantic University. Chris, his wife, Abigail, and their four children live in Plantation.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • MA
  • MI
  • MN
  • MO
  • NC
  • NY
  • OR
  • PA
  • WI

  • Forbes/SHOOK Best-In-State Next-Generation Wealth Advisors, 2018, 2019

Education

  • Finance and Economics, University of Central Florida
  • Master's Degree in Economics, Florida Atlantic University

Credentials

  • Certified Investment Management Analyst®
  • Chartered Advisor in Philanthropy®
  • Chartered Alternative Investment Analyst®
  • Chartered Financial Analyst®
401 East Las Olas Boulevard
Suite 2300
Fort Lauderdale, FL 33301
  • (954) 527-6341

Email Me

Wealth, from your point of view

Change your community. Change the world.

Change your community. Change the world.

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Executive decisions

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

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